Hamilton Beach Brands
HBB
79 hedge funds and large institutions have $113M invested in Hamilton Beach Brands in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 12 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 79 → 79 (0)
11% less capital invested
Capital invested by funds: $126M → $113M (-$13.3M)
11.86% less ownership
Funds ownership: 69.94% → 58.08% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.2M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$3.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$1.91M |
| 5 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.82M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.76M |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.74M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.55M |
| 5 |
Renaissance Technologies
New York
|
-$1.47M |
HBB Hedge Fund Activity: Q1 2018 in Review
79 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hamilton Beach Brands (HBB) for Q1 2018, worth a combined $113M — down 11% from $126M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HBB positions and 12 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $10.2M. The largest seller was Fidelity Investments, cutting an estimated $2.82M.
- 79 institutional investors held Hamilton Beach Brands (HBB) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $113M of Hamilton Beach Brands stock for Q1 2018, down 11% quarter-over-quarter.
- 13 funds opened new Hamilton Beach Brands positions in Q1 2018 and 12 closed out, a net change of +1 holder.
- The largest Hamilton Beach Brands buyer in Q1 2018 was Dimensional Fund Advisors, an estimated $10.2M added.
- The largest Hamilton Beach Brands seller in Q1 2018 was Fidelity Investments, an estimated $2.82M sold.
Based on aggregated 13F filings for Q1 2018.